pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;

Equity Release

Graham’s clients are in Devon, Cornwall, and throughout the South of England as far east as London.He has a broad and deep knowledge of financial services and started his career in Natwest Bank in 1984 moving to NFU Mutual and then joining Tom French & Associates in 2013.Graham holds the following

Chartered Financial Planner via Personal Finance Society

Chartered via The London Institute of Banking and Finance

BSc (hons) Financial Services from The London Institute of Banking and Finance (2.1) obtained 2001.

Advanced Diploma in Financial Planning

Certificate in Equity Release

Certificate in Mortgage Advice

Certificate in Financial Planning and Lifetime Mortgage Activities

Certificate in Financial Planning and Long Term Care Insurance

Certificate in Life and Pensions

Award in Long Term Care Insurance

R08 Pension Update

Level 4 award in Pension Update

You can contact Graham Westhall on 01752 349267 or 07971 620221 or complete our enquiry form.

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TFA Trusted Financial Advice is a trading style of Tom French & Associates Limited and is authorised and regulated by the Financial Conduct Authority. Tom French & Associates Limited is entered on the Financial Services register under reference 185513. Registered address: Prudence House, Langage Business Park, Plymouth, PL7 5JX. Company Registration Number 3445703